Eliminate expensive reporting mistakes.
AI Financial Accuracy Agent
Financial data you can rely on.
Hand off financial proofreading and cross-checks to a specialized AI agent. It reviews your full set of financial documents, validates consistency across reports, and flags discrepancies with precise, source-backed citations—so you can report with confidence.
Ideal for
Risk & Compliance
Time comparison
Traditional way
Hours of repetitive
manual checks.
With ASSIST AI agents
Minutes
Average time saved
98%
Why Assist AI
Cross-Document Number Validation
Automatically checks figures across multiple files—for example, confirming the cash balance on the balance sheet aligns with the cash flow statement.
Statement-to-Subledger Tie-Out
Automates “tick and tie” by reconciling summary statement line items against detailed sub-ledger activity (such as AR/AP aging).
Footnote & Disclosure Alignment
Reads footnotes and compares them to the financial statements, flagging mismatches between narrative disclosures and reported tables.
In-Statement Logic Checks
Runs internal math and logic tests, like ensuring the balance sheet balances and subtotals correctly roll up to totals.
Configurable Policy Rules
Allows custom accuracy rules and materiality thresholds, then flags anything that breaches internal accounting policies or controls.
Exception Report With Citations
Outputs a concise discrepancies-only report, with each issue backed by clear side-by-side citations of the conflicting values.
Verifies data across all your financial documents
To ensure your numbers are accurate.
Get started
Import your files
Import your files from whereever
they are currently stored
10-K Filings
10-Q Filings
Proxy Statements
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents
supported
Year-over-Year Disclosure
Comparison
Executive Compensation Summary
Legal Proceedings &
Contingencies
Changes in Accounting Principles
Significant Customer Disclosures
Management Outlook &
Commentary
Once imported our system
extracts and organises the
essentials
More agents
Explore more agents to help you
automate your financial analysis
More agents
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data,
finding comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct
rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching
transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Next steps
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show you
how the AI agent can analyze its latest filing
and deliver a summary of key changes and
insights instantly.
Get custom demo
in
V7 Go transforms documents into strategic assets. 150+ enterprises
are already on board:
Analyze filings 95% faster
AI Financial Accuracy Agent
Financial data you can rely on.
Hand off financial proofreading and cross-checks to a specialized AI agent. It reviews your full set of financial documents, validates consistency across reports, and flags discrepancies with precise, source-backed citations—so you can report with confidence.
Book a demo
Ideal for
Investment Analysts
Play video
See AI 10-K Disclosure Analysis Agent
in action
Time comparison
Traditional way
Hours of repetitive
manual checks.
With V7 Go agents
Minutes
Average time saved
98%
Why Assist AI
Cross-Document Number Validation
Automatically checks figures across multiple
files—for example, confirming the cash balance
on the balance sheet aligns with the cash flow
statement.
Statement-to-Subledger Tie-Out
Automates “tick and tie” by reconciling
summary statement line items against detailed
sub-ledger activity (such as AR/AP aging).
Footnote & Disclosure Alignment
Reads footnotes and compares them to the
financial statements, flagging mismatches
between narrative disclosures and reported
tables.
In-Statement Logic Checks
Runs internal math and logic tests, like
ensuring the balance sheet balances and
subtotals correctly roll up to totals.
Configurable Policy Rules
Allows custom accuracy rules and materiality
thresholds, then flags anything that breaches
internal accounting policies or controls.
Exception Report With Citations
Outputs a concise discrepancies-only report,
with each issue backed by clear side-by-side
citations of the conflicting values.
Verifies data across
all your financial documents
To ensure your numbers are accurate.
Get started
Import your files
SEC EDGAR
,
Bloomberg Terminal
,
AlphaSense
Import your files from whereever they are
currently stored
10-K Filings
10-Q Filings
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents supported
Once imported our system extracts and
organises the essentials
More agents
Explore more agents to help you
automate your financial analysis
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding
comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates,
valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions
and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show
you how the AI agent can analyze its latest
filing and deliver a summary of key changes
and insights instantly.
